Unclaimed
Vincci Won-che Ma is an investment advisor representative with Kera Capital Partners. Vincci has been in the industry since 2007 and has been registered with Kera Capital Partners since 2022. Vincci is also registered in California and Texas. Previously, Vincci worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. Vincci has a Series 66, Series 7 and SIE. Vincci's firm specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. Vincci is also a owner of VINCELA, a soap business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
09/15/2022 - Present
Kera Capital Partners (DALY CITY CA)
CA
06/01/2009 - 04/12/2022
MORGAN STANLEY (San Francisco CA)
CA
07/03/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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